Family Wealth Partners, LLC Purchases in Q3 2025

Family Wealth Partners, LLC

  • $267 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Northern Lts Fd Tr Iv
6.39K
New
N/A
6.39K $1.59B
VBR
Vanguard Small Cap Value ETF

ETFs
1.87K
+ 3.92%
$195.41 - $212.37 $365K - $396K
49.4K $10.3B
AVUV
American Centy ETF Tr Avantis

ETFs
716
+ 0.78%
$90.37 - $102.12 $64.7K - $73.1K
92.3K $9.19B
VGIT
Vanguard Intermediate Term Tre

ETFs
13K
+ 5.34%
$58.97 - $60.36 $767K - $785K
257K $15.4B
VTI
Vanguard Total Stock Market Et

ETFs
225
+ 0.76%
$303.93 - $329.86 $68.4K - $74.2K
30K $9.84B
VB
Vanguard Small Cap ETF

ETFs
898
+ 3.26%
$237.58 - $259.17 $213K - $233K
28.5K $7.24B
TPIF
Timothy Plan Intl ETF (De)

ETFs
21K
New
$31.81 - $33.66 $668K - $707K
21K $701M
DUHP
Dimensional ETF Tr Dimensional

ETFs
792
+ 0.3%
$35.76 - $37.93 $28.3K - $30K
262K $9.91B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
14.4K
New
$38.56 - $42.17 $554K - $605K
14.4K $597M
VNQ
Vanguard Specialized Funds Van

ETFs
5.44K
+ 17.0%
$88.47 - $93.24 $481K - $507K
37.4K $3.42B
TPHD
Timothy Plan High Divid Stk Et

ETFs
11.9K
New
$38.0 - $39.42 $451K - $468K
11.9K $467M
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.96K
+ 5.53%
$47.86 - $48.43 $429K - $434K
171K $8.25B
WMT
Walmart Inc.

Consumer Defensive
4.13K
New
$94.4 - $104.27 $390K - $431K
4.13K $426M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.39K
+ 4.41%
$49.78 - $50.75 $268K - $273K
127K $6.45B
WELL
Welltower Inc.

Real Estate
1.46K
+ 69.44%
$150.71 - $178.14 $220K - $260K
3.57K $635M
NVDA
Nvidia Corp

Technology
878
+ 21.39%
$153.3 - $186.58 $135K - $164K
4.98K $930M
PEP
Pepsico Inc

Consumer Defensive
1.94K
New
$133.81 - $152.16 $260K - $295K
1.94K $273M
ADBE
Adobe Inc.

Technology
742
New
$333.65 - $392.1 $248K - $291K
742 $262M
VTR
Ventas, Inc.

Real Estate
3.14K
+ 68.62%
$62.76 - $69.99 $197K - $220K
7.71K $540M
GOOGL
Alphabet Inc.

Communication Services
1K
New
$174.36 - $254.72 $175K - $256K
1K $244M
TPR
Tapestry, Inc.

Consumer Cyclical
2.14K
New
$86.48 - $116.14 $185K - $248K
2.14K $242M
ISMD
Northern Lts Fd Tr Iv

ETFs
6.15K
New
$35.1 - $39.69 $216K - $244K
6.15K $239M
INTC
Intel Corp

Technology
7.05K
New
$19.31 - $35.5 $136K - $250K
7.05K $236M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.87K
New
$118.3 - $142.16 $221K - $265K
1.87K $227M
MRK
Merck & Co., Inc.

Healthcare
2.68K
New
$77.6 - $87.37 $208K - $235K
2.68K $225M
RBLX
Roblox Corp

Communication Services
1.61K
New
$100.65 - $141.56 $162K - $228K
1.61K $224M
VEEV
Veeva Systems Inc

Healthcare
743
New
$269.2 - $297.91 $200K - $221K
743 $221M
WPC
W. P. Carey Inc.

Real Estate
2.82K
+ 47.55%
$61.29 - $68.7 $173K - $194K
8.75K $591M
PCG
Pg&E Corp

Utilities
14.7K
New
$13.0 - $15.73 $191K - $231K
14.7K $221M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
563
+ 1.41%
$49.43 - $54.52 $27.8K - $30.7K
40.4K $2.19B
EPR
Epr Properties

Real Estate
3.72K
+ 49.74%
$52.58 - $61.21 $195K - $228K
11.2K $649M
VEA
Vanguard Ftse Developed Market

ETFs
773
+ 1.4%
$56.02 - $60.3 $43.3K - $46.6K
55.9K $3.35B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.03K
New
$185.88 - $207.44 $191K - $213K
1.03K $206M
GBDC
Golub Capital Bdc, Inc.

Financial Services
17.5K
+ 49.52%
$13.69 - $15.48 $240K - $271K
52.9K $724M
GD
General Dynamics Corp

Industrials
601
New
$293.92 - $341.0 $177K - $205K
601 $205M
NTNX
Nutanix, Inc.

Technology
2.75K
New
$66.06 - $81.12 $182K - $223K
2.75K $205M
ORCC
Owl Rock Capital Corp

Financial Services
18.5K
+ 51.44%
N/A
54.4K $695M
REZ
Ishares Tr Residential And Mul

ETFs
1.99K
+ 52.46%
$81.06 - $85.23 $161K - $170K
5.79K $492M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
7.97K
+ 48.89%
$22.65 - $25.1 $180K - $200K
24.3K $555M
ADT
Adt Inc.

Industrials
18.4K
New
$8.27 - $8.85 $152K - $163K
18.4K $160M
PLD
Prologis, Inc.

Real Estate
1.16K
+ 47.98%
$104.08 - $115.35 $121K - $134K
3.59K $411M
ARCC
Ares Capital Corp

Financial Services
8.25K
+ 50.6%
$20.41 - $23.25 $168K - $192K
24.5K $501M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
430
+ 4.27%
$85.31 - $97.03 $36.7K - $41.7K
10.5K $1B
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.23%
$620.67 - $670.08 $3.72K - $4.02K
2.62K $1.75B
QUAL
Ishares Msci Usa Quality Facto

ETFs
385
+ 9.9%
$182.33 - $194.5 $70.2K - $74.9K
4.27K $831M
PSEC
Prospect Capital Corp

Financial Services
56.1K
+ 69.07%
$2.59 - $3.47 $145K - $195K
137K $377M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1K
+ 10.26%
$72.04 - $77.35 $72.3K - $77.7K
10.8K $828M
DFIV
Dimensional ETF Tr

ETFs
1.11K
+ 6.2%
$42.66 - $46.53 $47.4K - $51.7K
19K $878M
DGS
Wisdomtree Emerging Markets Sm

ETFs
506
+ 1.47%
$54.85 - $58.99 $27.8K - $29.8K
34.8K $1.99B
Activity Summary
Buys All Purchases 55 New Holdings 20 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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